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Hassell Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Hassell Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6M Sell
331,630
-1,876
-0.6% -$80.3K 4.48% 9
2026
Q1 		$13M Sell
333,506
-277
-0.1% -$11.2K 4.35% 9
2025
Q4 		$13.6M Sell
333,783
-17,010
-5% -$664K 4.54% 9
2025
Q3 		$13.5M Sell
350,793
-5,405
-2% -$202K 4.69% 8
2025
Q2 		$13.2M Sell
356,198
-16,541
-4% -$552K 4.81% 8
2025
Q1 		$11.7M Sell
372,739
-84,871
-19% -$2.95M 5% 8
2024
Q4 		$16.4M Sell
457,610
-10,557
-2% -$372K 6.61% 6
2024
Q3 		$15.9M Sell
468,167
-6,885
-1% -$227K 6.67% 6
2024
Q2 		$15.6M Sell
475,052
-5,568
-1% -$176K 7.01% 6
2024
Q1 		$14.8M Sell
480,620
-6,251
-1% -$189K 9.36% 4
2023
Q4 		$14.5M Sell
486,871
-23,578
-5% -$638K 9.73% 4
2023
Q3 		$12.9M Sell
510,449
-12,765
-2% -$348K 9.39% 3
2023
Q2 		$14.5M Sell
523,214
-84,940
-14% -$2.19M 9.92% 3
2023
Q1 		$15.3M Sell
608,154
-88,457
-13% -$2.24M 11.2% 2
2022
Q4 		$17.7M Buy
+696,611
New +$16.9M 13.27% 2

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Hassell Wealth Management's DFAC Position: Q2 2026 in Review

Hassell Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.56% in Q2 2026, selling an estimated $80.3K and leaving 331,630 shares worth $14.6M. The position accounts for 4.48% of the portfolio, ranked #9.

Hassell Wealth Management first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q4 2022. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Hassell Wealth Management held 331,630 shares of Dimensional US Core Equity 2 ETF worth $14.6M as of Q2 2026.
  • Hassell Wealth Management sold 1,876 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $80.3K.
  • Dimensional US Core Equity 2 ETF made up 4.48% of Hassell Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Hassell Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • Hassell Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $17.7M in Q4 2022.
  • 444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.